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WCG Wealth Advisors LLC: AVUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WCG Wealth Advisors LLC on AVUS, newest first. How the timeline and the estimate are built.

WCG Wealth Advisors LLC held 433,975 AVUS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 433,975 shares
    Change vs previous 13F +2,725 shares

    1.32% of the 13F portfolio, value $55,583,438.

    13F-HR 0001855713-26-000006 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 431,250 shares
    Change vs previous 13F +3,154 shares

    1.34% of the 13F portfolio, value $47,946,357.

    13F-HR 0001855713-26-000004 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 428,096 shares
    Change vs previous 13F +16,186 shares

    1.34% of the 13F portfolio, value $47,852,516.

    13F-HR 0001855713-26-000003 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 411,910 shares
    Change vs previous 13F +3,587 shares

    2.81% of the 13F portfolio, value $44,774,538.

    13F-HR 0001855713-25-000008 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 408,323 shares
    Change vs previous 13F +34,694 shares

    2.66% of the 13F portfolio, value $41,167,089.

    13F-HR 0001855713-25-000007 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 373,629 shares
    Change vs previous 13F +11,285 shares

    2.62% of the 13F portfolio, value $34,515,787.

    13F-HR/A 0001855713-25-000005 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 362,344 shares
    Change vs previous 13F +13,027 shares

    2.32% of the 13F portfolio, value $35,122,000.

    13F-HR 0001855713-25-000003 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 349,317 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $33,237,000.

    13F-HR 0001855713-24-000007 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).